2024-10-31T06:51:30-07:00 2023-12-31 James E Velten 427 Nissequogue River Rd Nissequogue NY 11780 990PF 2023-01-01 137107820 The Kelsey Family Foundation KELS 3038985444 c/o J Velten 427 Niss River Rd Nissequogue NY 117804201 Grayson Kelsey Hardman Trustee 3038985444 2024-10-30 true James E Velten CPA P00171793 6315801950 2024-10-29 X 2023 2024-10-15 13:58:12Z X 10118010 X X 270287 270287 19411 449105 19411 0 0 12643 12643 302341 302341 0 0 6400 3200 3200 0 7 3 4 0 18606 9303 9303 25013 12506 12507 512432 512432 537445 12506 524939 -235104 289835 0 130275 -326416 -326416 0 183436 183436 0 0 8465926 8479516 10260990 0 0 0 0 0 0 8596201 8336536 10118010 0 0 0 0 0 X 8596201 8336536 8596201 8336536 8596201 8336536 8596201 -235104 12018 8373115 36579 8336536 See attached P 2023-01-01 2023-12-31 4 0 4 0 0 0 0 0 See attached P 2020-01-01 2023-12-31 20 0 36 -16 0 0 0 -16 See attached P 2023-01-01 2023-12-31 44263 0 44677 -414 0 0 0 -414 See attached P 2020-01-01 2023-12-31 404818 0 384977 19841 0 0 0 19841 19411 -414 4029 0 4029 0 4029 6508 0 6508 -6508 2479 2479 false false false false false false false true true NJ true false false false false true N/A Grayson Kelsey Hardman 3036660943 1987 Grayden Court Superior CO 80027 false false false false false false false false false false false false false false false false false false false false Grayson Kelsey Hardman 1987 Grayden Court Superior CO 80027 Trustee 0.10 0 0 0 Jonathan C Kelsey 101 Avon Road Narberth PA 19072 Trustee 0.10 0 0 0 NONE 0 NONE 0 9728889 209993 0 9938882 0 9938882 149083 9789799 489490 489490 4029 4029 485461 485461 485461 524939 524939 485461 353830 458413 473032 475932 536532 2297739 524939 0 524939 2822678 0 0 0 485461 353830 2468848 458413 473032 475932 536532 524939 X Childcare Resources of Indian River 2300 5th Ave 149 Vero Beach FL 32960 PC Childrensservices 40000 The Salvation Army Vero Beach 2655 5th St SW Vero Beach FL 32962 PC Humanservicesprograms 5000 Visiting Nurse Association 1110 35th Ln Vero Beach FL 32960 PC Healthservices 5000 Save the Children 501 Kings Hwy E 400 Fairfield CT 06825 PC Childrensservices 10000 Shrewsbury YMCA 170 Patterson Avenue Shrewsbury NJ 07702 PC Youthprograms 2500 Boulder Shelter for the Homeless 4869 Broadway Boulder CO 80304 PC Homelessprograms 35000 United Way of Indian River County 1836 14th Ave Vero Beach FL 32960 PC Humanservicesprograms 2500 American Red Cross PO Box 37839 Boone IA 40037 PC Disasterreliefservices 1000 Doctors Without Borders 40 Rector St 16th Fl New York NY 10006 PC Healthservices 20000 Americares Foundation 88 Hamilton Ave Stamford CT 06906 PC Healthprograms 10000 United States Fund for UNICEF 125 Maiden Lane New York NY 10038 PC Humanservices 5000 Habitat for Humanity Colorado 550 S Wadsworth Blvd Lakewood CO 80226 PC Eliminatepovertyhousing 5000 Habitat for Humanity Indian River 4568 N US Highway 1 Vero Beach FL 32967 PC Eliminatepovertyhousing 5000 Food Bank of the Rockies PO Box 5367 Denver CO 80217 PC Foodprograms 40000 Planned Parenthood 123 William Street 10th Floor New York NY 10038 PC Reproductivehealth care 15000 Ronald McDonald House Philadelphia 3925 Chestnut Street Philadelphia PA 19104 PC Health caresupport 10000 Wharton Fund 2929 Walnut Street Philadelphia PA 19104 PC Educationalprograms 40000 Indiana University Foundation PO Box 6460 Indianapolis IN 46206 PC Educationalprograms 40000 Clean Ocean Action 49 Avenel Blvd Long Branch NJ 07740 PC Marine waterspreservation 40000 ASPCA 520 Eighth Ave 7th Floor New York NY 10018 PC Animalcrueltyprevention 5432 Alzheimer's Drug Discovery Foundation 57 West 57th Street Suite 904 New York NY 10019 PC Diseaseprevention 5000 New Horizons Senior Center 100 Conway Avenue 2 Narberth PA 19072 PC Humanservicesprograms 5000 Vietnam Veterans of America 8719 Colesville Road Suite 100 Silver Springs MD 20910 PC Veteranservices 10000 Broad Street Ministries 315 South Broad Street Philadelphia PA 19107 PC Humanservicesprograms 15000 Meals On Wheels of Boulder 3701 Canfield St Boulder CO 80301 PC Humanservices 15000 Food For Thought - Denver 3559 W 44th Ave Denver CO 80211 PC Humanservices 5000 Emergency Family Assistance Association 1575 Yarmouth Avenue Boulder CO 80304 PC Humanservices 22500 Humane Society of Boulder Valley 2323 55th Street Boulder CO 80301 PC Animalprotection 5000 Project HOME 1515 Fairmount Avenue Philadelphia PA 19130 PC Humanservices 10000 Philabundance 3616 South Galloway St Philadelphia PA 19148 PC Humanservices 20000 Children's Scholarship Fund Philadelphia 100 South Broad St 1200 Philadelphia PA 19110 PC Educationalprograms 10000 Waterorg 117 West 20th St Kansas City MO 64108 PC Humanservices 10000 Special Olympics NJ Polar Bear Plunge 50 South Sunnycrest Little Silver NJ 07739 PC Humanservices 1000 United Way Mile High 711 Park Ave W Denver CO 80205 PC Humanservices 2500 Boulder Library Foundation PO Drawer H Boulder CO 80306 PC Educationalprograms 15000 City of Smith Center Kansas 119 W Court St Smith Center KS 66967 PC Historical &culturalpreservation 10000 Montgomery County Foundation 4 Sentry Park East Ste 302 Blue Bell PA 19422 PC Health Services 5000 Habitat for Humanity Philadelphia 1829 N 19th Street Philadelphia PA 19121 PC Eliminatepovertyhousing 5000 Good Medicine Productions 30 E College Ave Westerville OH 43801 PC Artsprogram 5000 512432 14 270287 14 12643 18 19411 302341 302341 false false false false false false false false false false James E Velten, CPA Accounting & tax preparation services 6400 3200 3200 See attached Purchased 2023-12 4 4 0 See attached Purchased 2023-12 20 36 -16 See attached 2023-12 44263 44677 -414 See attached Purchased 2023-12 404818 384977 19841 UBS Financial Services - Resource - Equities 6717949 8140183 UBS Financial Services - Access - Equities 1761567 2120807 Miscellaneous adjustment 36579 Miscellaneous investment fees 18606 9303 9303 UBS - other investment income 12643 12643 UBS - Nondividend distributions 12018 Foreign taxes 7 3 4